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ksv741 850823e1f5 feat: clarify grouped coupon payouts (WealthLedger/frontend#162)
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2026-11-07 10:51:05 +03:00
codex-bot ed0b5388ab fix: unify history and upcoming events labels (#161) (#163)
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2026-11-07 10:50:51 +03:00
codex-bot 134c951178 fix: polish accounts portfolio summary (#159)
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2026-11-06 15:17:27 +03:00
ksv741 2fd7d59e65 chore(release): 1.4.0
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2026-11-06 07:45:29 +03:00
codex-bot 668f2ef70e fix: align audit findings for Events, currency and auth (WealthLedger/frontend#155)
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2026-11-05 07:23:07 +03:00
35 changed files with 426 additions and 208 deletions
+25
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@@ -1,5 +1,30 @@
# Changelog
## [1.4.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.3.0...v1.4.0) (2026-11-06)
### Features
* **investments:** warn and offer retry after exhausted read retries (WealthLedger/frontend[#55](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/55)) ([#136](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/136)) ([8ce1e8e](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/8ce1e8e44486dcc23d4c074559ca2bb517880b60))
### Bug Fixes
* **account:** show source metadata on empty account and income (WealthLedger/frontend[#55](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/55)) ([#133](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/133)) ([9619dc9](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/9619dc979172dbc16391206e801ed67862d20116))
* align audit findings for Events, currency and auth (WealthLedger/frontend[#155](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/155)) ([668f2ef](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/668f2ef70e535a1222e7f600b1be4a31fefc6f8b))
### Refactoring
* **api:** consume bank operation oneOf contract (WealthLedger/frontend[#144](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/144)) ([#152](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/152)) ([2d070ce](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/2d070ce2b54bbee466ecf6cc18b437910f0c07f8))
* drop dead query helpers and simplify read deadline (WealthLedger/frontend[#141](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/141)) ([#149](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/149)) ([5077bd4](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/5077bd4f0baa4a59643e875485c2f08253cc198d))
* move portfolio structure into account page, drop widgets (WealthLedger/frontend[#139](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/139)) ([#140](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/140)) ([e2d143d](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/e2d143df46e650139e49b7c80a886008ede86d2a))
* normalize view models and share breadcrumbs and titles (WealthLedger/frontend[#143](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/143)) ([#153](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/153)) ([2db39f2](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/2db39f25d9478350ad56a1b2e2ca6496068257c5))
* replace repeated lazy page wrappers with lazyPage helper ([#131](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/131)) ([#132](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/132)) ([71fbe77](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/71fbe7774d3ed63fcb84bc644da997921bc049b2))
* share path-root query predicate (WealthLedger/frontend[#142](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/142)) ([#154](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/154)) ([cadba8d](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/cadba8d075daf9b20c0c9de97ad5bd8f5a3e74fc))
### Maintenance
* **api:** update OpenAPI snapshot with UpcomingEventsDto.window (WealthLedger/frontend[#134](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/134)) ([#135](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/135)) ([aaee959](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/aaee9591d7880193ee9b0c14339e8477264e4a94))
* **deps:** set Renovate release age, PR limit and update groups (WealthLedger/main[#6](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/6)) ([#137](https://git.personal.ksv741.ru/WealthLedger/frontend/issues/137)) ([ad93725](https://git.personal.ksv741.ru/WealthLedger/frontend/commit/ad93725a84615ec329631b71ed8db33337085740))
## [1.3.0](https://git.personal.ksv741.ru/WealthLedger/frontend/compare/v1.2.1...v1.3.0) (2026-11-01)
### Features
+9
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@@ -17,12 +17,21 @@ http {
default $http_x_forwarded_proto;
'' $scheme;
}
# One shared budget: the external proxy's client-IP forwarding is not verified.
map "$request_method:$uri" $auth_admission_key {
default "";
POST:/api/v1/auth/login auth;
POST:/api/v1/auth/register auth;
}
limit_req_zone $auth_admission_key zone=auth_admission:1m rate=2r/s;
limit_req_status 429;
server {
listen 8080;
server_name _;
root /usr/share/nginx/html;
resolver 127.0.0.11 valid=5s ipv6=off;
location /api/ {
limit_req zone=auth_admission burst=5 nodelay;
set $backend http://backend:3000;
proxy_pass $backend$request_uri;
proxy_set_header Host $http_host;
+2 -2
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@@ -1,12 +1,12 @@
{
"name": "wealth-ledger-frontend",
"version": "1.3.0",
"version": "1.4.0",
"lockfileVersion": 3,
"requires": true,
"packages": {
"": {
"name": "wealth-ledger-frontend",
"version": "1.3.0",
"version": "1.4.0",
"workspaces": [
"packages/*"
],
+1 -1
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@@ -1,7 +1,7 @@
{
"name": "wealth-ledger-frontend",
"private": true,
"version": "1.3.0",
"version": "1.4.0",
"type": "module",
"engines": {
"node": "24.22.1"
@@ -217,6 +217,7 @@ beforeEach(() => {
}),
),
incomeTotalsByCurrency: [],
window: { from: "2026-09-01", to: "2026-10-01" },
}),
),
),
@@ -226,9 +227,9 @@ beforeEach(() => {
describe("All accounts routes", () => {
it.each([
["/accounts/all", "Все счета"],
["/accounts/all/operations", "Журнал операций"],
["/accounts/all/operations", "История операций"],
["/accounts/all/income?from=2026-08-01&to=2026-08-31", "Пассивный доход"],
["/accounts/all/events", "Будущие события"],
["/accounts/all/events", "Предстоящие события"],
])("opens %s directly", async (path, title) => {
renderPage(path);
expect(
@@ -310,9 +311,9 @@ describe("All accounts routes", () => {
);
for (const [suffix, tab] of [
["operations", "Операции"],
["operations", "История операций"],
["income", "Доход"],
["events", "События"],
["events", "Предстоящие события"],
]) {
fireEvent.click(screen.getByRole("tab", { name: tab }));
expect(screen.getByRole("link", { name: "Подробнее" }))
@@ -55,9 +55,9 @@ describe("AppBreadcrumbs", () => {
});
it.each([
["operations", "Операции"],
["OPERATIONS", "Операции"],
["events", "Будущие события"],
["operations", "История операций"],
["OPERATIONS", "История операций"],
["events", "Предстоящие события"],
["income", "Пассивный доход"],
])("links to the account hierarchy from %s", (section, title) => {
renderBreadcrumbs(`/accounts/account-1/${section}`, [
@@ -49,6 +49,10 @@ function entryLabelKey(operation: BrokerageOperation): string {
return `ledger.category.${operation.category}`;
}
function isCouponPayment(operation: BrokerageOperation): boolean {
return isOperationType(operation.type, OperationType.Coupon);
}
function isIncomePayment(operation: BrokerageOperation): boolean {
return [OperationType.Coupon, OperationType.Dividend].some(type =>
isOperationType(operation.type, type),
@@ -131,6 +135,7 @@ function paymentPresentation(
export {
brokerageOperationGroupKey,
entryLabelKey,
isCouponPayment,
isIncomePayment,
isZeroDecimal,
operationLabelKey,
@@ -55,23 +55,27 @@ function renderGroup(
}
describe("OperationGroup", () => {
it("shows the header, exact total and separate card rows per account", () => {
it("shows the received coupon and positive totals in flat account rows", () => {
renderGroup([
operation("1", { id: "broker", name: "Брокерский" }, "0.1"),
{ ...operation("1", { id: "broker", name: "Брокерский" }, "0.1"), description: "Выплата купонов СФО ВТБ РКС Эталон 04" },
operation("2", { id: "iis", name: "ИИС" }, "0.2"),
]);
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
expect(screen.getByText("Выплата купонов СФО ВТБ РКС Эталон 04")).toBeInTheDocument();
expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Купон · BOND, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
name: /Выплата купонов СФО ВТБ РКС Эталон 04, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
}));
expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
.toHaveTextContent("Купон");
expect(accounts.getByText("+0,1 ₽")).toHaveClass(/positive/);
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
.toHaveTextContent("Купон");
expect(accounts.getByText("+0,2 ₽")).toHaveClass(/positive/);
expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
.not.toHaveClass("EntryGroup_accountCardRow");
expect(accounts.queryByText(/Исполнено/)).not.toBeInTheDocument();
expect(accounts.queryByRole("link")).not.toBeInTheDocument();
});
@@ -83,8 +87,10 @@ describe("OperationGroup", () => {
]);
expect(screen.getByRole("list", {
name: /Купон · BOND, Исполнено .*Итог недоступен/,
name: /Выплата купонов BOND, Исполнено .*Итог недоступен/,
})).toBeInTheDocument();
expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
expect(screen.getByText("—")).not.toHaveClass(/positive/);
});
it.each(["0", "0.000"])(
@@ -114,6 +120,7 @@ describe("OperationGroup", () => {
operation("2", { id: "iis", name: "ИИС" }, "-100"),
]);
expect(screen.getByText("0 ₽")).toBeInTheDocument();
expect(screen.getByText("−100 ₽")).toHaveClass(/negative/);
});
it("renders repeated ids inside one group as separate rows", () => {
@@ -123,7 +130,7 @@ describe("OperationGroup", () => {
]);
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", { name: /Купон/ }));
const accounts = within(screen.getByRole("list", { name: /Выплата купонов/ }));
expect(accounts.getAllByText("Брокерский")).toHaveLength(1);
expect(accounts.getAllByText("ИИС")).toHaveLength(1);
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
@@ -9,12 +9,13 @@ import {
sumMoney,
totalText,
} from "@/shared/lib";
import { AccountCardRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
import { AccountCardRow, AccountRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
import type { BrokerageOperation } from "../api/useBrokerageOperations";
import {
entryLabelKey,
isCouponPayment,
isZeroDecimal,
operationLabelKey,
paymentPresentation,
@@ -37,6 +38,8 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
? entryLabelKey(first)
: operationLabelKey(first.type));
const isCoupon = isCouponPayment(first);
const instrument
= first.ticker ?? first.instrumentType ?? t("ledger.noInstrument");
@@ -52,9 +55,21 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
: null;
const date = formatSnapshotDay(first.occurredAt);
const title = `${typeLabel} · ${instrument}`;
const description = first.description.trim();
let title = `${typeLabel} · ${instrument}`;
if (isCoupon) {
title = description && description.toLocaleLowerCase() !== "купон"
? description
: t("ledger.couponPayment", { instrument });
}
const totalsText = totalText(totals, true);
const totalTone = isCoupon && totals?.length && totals.every(total => !isZeroDecimal(total.value) && !total.value.startsWith("-"))
? "positive"
: "neutral";
const accessibleName = [
title,
t("payout.executedAt", { date }),
@@ -63,13 +78,14 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
return (
<EntryGroup
flat={isCoupon}
header={(
<EntryCard
imageSrc={instrumentLogoUrl(first.logoName)}
initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
metadata={t("payout.executedAt", { date })}
title={title}
tone="neutral"
tone={totalTone}
value={<EntryGroupTotal isSigned totals={totals} />}
valueLabel={typeLabel}
wrap
@@ -80,14 +96,15 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
{props.entries.map(({ key, operation }) => {
const payment = paymentPresentation(operation);
return (
<AccountCardRow
accountName={operation.account?.name ?? "—"}
key={key}
value={payment.amount}
valueLabel={t(payment.label)}
/>
);
const accountRowProps = {
accountName: operation.account?.name ?? "—",
value: payment.amount,
valueLabel: t(payment.label),
};
return isCoupon
? <AccountRow key={key} {...accountRowProps} tone={payment.tone} />
: <AccountCardRow key={key} {...accountRowProps} />;
})}
</EntryGroup>
);
@@ -65,18 +65,32 @@
.summary {
font-variant-numeric: tabular-nums lining-nums;
white-space: nowrap;
align-items: flex-end;
}
.currencySummary {
min-width: 0;
}
.total {
color: var(--wl-color-text);
font-size: var(--mantine-font-size-lg);
line-height: var(--mantine-line-height-lg);
overflow-wrap: anywhere;
}
.return,
.cashValue {
font-variant-numeric: tabular-nums lining-nums;
}
.return {
justify-content: flex-end;
min-width: 0;
overflow-wrap: anywhere;
}
.cashValue {
white-space: nowrap;
}
@@ -138,7 +152,11 @@
text-align: left;
}
.balance > div {
.summary {
align-items: flex-start;
}
.return {
justify-content: flex-start;
}
}
@@ -119,25 +119,26 @@ describe("BrokerageAccountList", () => {
expect(within(link).getByText("123 456 789 012 345 678 902,00 ₽"))
.toBeInTheDocument();
expect(within(link).getByText("Еще 1 валюта")).toBeInTheDocument();
expect(within(link).getByText("+12,40 %")).toBeInTheDocument();
expect(within(link).getByText("+12,4 %")).toBeInTheDocument();
expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
expect(within(link).getByText("−4,2 USD")).toBeInTheDocument();
expect(within(link).getByText("−3,1 %")).toBeInTheDocument();
expect(within(link).getByText("−4,2 $")).toBeInTheDocument();
const nullReturnLink = screen.getByRole("link", { name: /Без доходности/ });
expect(within(nullReturnLink).getByText("—")).toBeInTheDocument();
expect(within(link).getByText("частично")).toBeInTheDocument();
expect(within(link).getByText("82 500,50 ₽")).toBeInTheDocument();
expect(within(link).getAllByText("20,00 USD")).not.toHaveLength(0);
expect(within(link).getAllByText("20,00 $")).not.toHaveLength(0);
expect(within(link).getByText("17 позиций")).toBeInTheDocument();
expect(screen.getByRole("img", {
name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
+ "Другие активы 0 %; Свободные деньги 20 %",
name: "Структура в RUB: Акции 50,0 %; Облигации 30,0 %; "
+ "Другие активы 0,0 %; Свободные деньги 20,0 %",
})).toBeInTheDocument();
const stockLegend = within(link).getByText(/Акции 50 %/);
expect(stockLegend).toHaveTextContent("● Акции 50 %");
const stockLegend = within(link).getByText(/Акции 50,0 %/);
expect(stockLegend).toHaveTextContent("● Акции 50,0 %");
// eslint-disable-next-line testing-library/no-node-access -- The legend is aria-hidden, so only DOM traversal reaches its container.
expect(stockLegend.parentElement).toHaveAttribute("aria-hidden", "true");
expect(within(link).queryByText(/Другие активы 0 %/)).not.toBeInTheDocument();
expect(within(link).queryByText(/Другие активы 0,0 %/))
.not.toBeInTheDocument();
expect(link).toHaveTextContent("По данным брокера");
expect(link).toHaveTextContent("Структура RUB: Акции 100");
});
@@ -15,6 +15,11 @@ import classes from "./BrokerageAccountList.module.css";
const DECIMAL_PART_COUNT = 2;
const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
const percentFormatter = new Intl.NumberFormat("ru-RU", {
maximumFractionDigits: 1,
minimumFractionDigits: 1,
});
type AvailableSummary = Extract<
BrokerageAccountCard["summary"],
{ state: "available" }
@@ -37,20 +42,15 @@ type StructureCurrency = PortfolioSummary["structure"]["currencies"][number];
function formatPercent(value: null | string) {
if (value === null) return "—";
const formatted = `${value.replace(".", ",")}\u{A0}%`;
if (isZero(value))
return value.startsWith("-") ? formatted.slice(1) : formatted;
const rounded = percentFormatter.format(Math.abs(Number(value)));
let sign = "";
if (rounded !== "0,0") sign = value.startsWith("-") ? "−" : "+";
return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
return `${sign}${rounded}\u{A0}%`;
}
function formatStructurePercent(value: string) {
let trimmed = value;
while (trimmed.includes(".") && trimmed.endsWith("0"))
trimmed = trimmed.slice(0, -1);
if (trimmed.endsWith(".")) trimmed = trimmed.slice(0, -1);
return trimmed.replace(".", ",");
return percentFormatter.format(Number(value));
}
function isZero(value: string) {
@@ -65,22 +65,18 @@ const ReturnValue: FC<ReturnValueProps> = (props) => {
const { t } = useTranslation();
const { item } = props;
const isNegative = item.percent !== null
&& item.percent.startsWith("-")
&& !isZero(item.percent);
const isPositive = item.percent !== null
&& !item.percent.startsWith("-")
&& !isZero(item.percent);
const displayedPercent = formatPercent(item.percent);
const isNegative = displayedPercent.startsWith("−");
const isPositive = displayedPercent.startsWith("+");
let toneClass = classes.neutral;
if (isNegative) toneClass = classes.negative;
else if (isPositive) toneClass = classes.positive;
return (
<Group className={classes.return} gap="xs" wrap="nowrap">
<Group className={classes.return} gap="xs" wrap="wrap">
<Text className={toneClass} fw={700} size="sm">
{formatPercent(item.percent)}
{displayedPercent}
</Text>
<Text className={toneClass} size="sm">
@@ -200,35 +196,35 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
return (
<Stack className={classes.balance} gap="xs">
<Group align="flex-start" gap="lg" justify="flex-end" wrap="nowrap">
<Stack className={classes.summary} gap={4}>
{summary.totals.map(total => (
<Text className={classes.total} fw={700} key={total.currency}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
))}
<Stack className={classes.summary} gap="sm">
{summary.totals.map((total) => {
const item = summary.portfolio.unrealizedReturnByCurrency.find(
returnItem => returnItem.currency === total.currency,
);
{!!summary.remainingCurrencyCount && (
<Text c="dimmed" size="sm">
{t("accounts.remainingCurrencies", {
count: summary.remainingCurrencyCount,
})}
</Text>
)}
</Stack>
return (
<Stack
className={classes.currencySummary}
gap={2}
key={total.currency}
>
<Text className={classes.total} fw={700}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
<Stack gap={4}>
{summary.totals.map((total) => {
const item = summary.portfolio.unrealizedReturnByCurrency.find(
returnItem => returnItem.currency === total.currency,
);
{item && <ReturnValue item={item} />}
</Stack>
);
})}
return item
? <ReturnValue item={item} key={total.currency} />
: null;
})}
</Stack>
</Group>
{!!summary.remainingCurrencyCount && (
<Text c="dimmed" size="sm">
{t("accounts.remainingCurrencies", {
count: summary.remainingCurrencyCount,
})}
</Text>
)}
</Stack>
{summary.portfolio.cashBalances.length > 0 && (
<Group className={classes.cash} gap="xs" justify="flex-end">
@@ -103,7 +103,7 @@ describe("BrokerageEventGroup", () => {
event({ id: "iis", name: "ИИС" }, "200"),
]);
expect(screen.getByRole("list", { name: /10 USD.*200 ₽/ }))
expect(screen.getByRole("list", { name: /10 \$.*200 ₽/ }))
.toBeInTheDocument();
});
@@ -176,7 +176,11 @@ describe("Upcoming event date filters", () => {
({ request }) => {
searches.push(new URL(request.url).search);
return HttpResponse.json(resource({ events: [] }));
return HttpResponse.json(resource({
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}));
},
),
);
@@ -223,7 +227,11 @@ describe("Upcoming event date filters", () => {
"*/api/v1/brokerage-accounts/:accountId/events",
({ request }) =>
new URL(request.url).searchParams.get("from") === defaultFrom
? HttpResponse.json(resource({ events: [] }))
? HttpResponse.json(resource({
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}))
: HttpResponse.json({ code: "VALIDATION_ERROR" }, { status: 400 }),
),
);
@@ -256,6 +264,7 @@ describe("Upcoming event date filters", () => {
calculatedAt: "2099-01-01T00:00:00Z",
events: [],
incomeTotalsByCurrency: [],
window: { from: "2099-01-01", to: "2099-01-31" },
}),
);
},
@@ -264,6 +273,7 @@ describe("Upcoming event date filters", () => {
renderEvents(accountId, ["?from=2026-02-01&to=2026-02-28"]);
const from = await screen.findByLabelText("Период");
expect(from).toHaveTextContent("01.02.2026 – 28.02.2026");
expect(screen.getByText(/Прогноз от .* на 01\.01\.2099 – 31\.01\.2099/)).toBeVisible();
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
expect(searches).toEqual(["?from=2026-02-01&to=2026-02-28"]);
@@ -320,7 +330,7 @@ describe("Upcoming event date filters", () => {
expect(screen.getByLabelText("URL")).toBeEmptyDOMElement();
expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
expect(
screen.getByText("За выбранный период событий не найдено"),
screen.getByText("На выбранный период предстоящих событий не найдено"),
).toBeVisible();
},
);
@@ -17,6 +17,8 @@ const RETRIES_EXHAUSTED_MS = 6000;
const TEST_MS = 10_000;
const snapshot = resource({
accountId: "account-1",
calculatedAt: "2026-08-14T00:00:00Z",
events: [
{
date: "2026-10-01",
@@ -32,6 +34,7 @@ const snapshot = resource({
},
],
incomeTotalsByCurrency: [{ currency: "RUB", value: "123.45" }],
window: { from: "2026-08-14", to: "2026-09-13" },
});
function renderEvents() {
@@ -100,7 +103,13 @@ describe("AccountEventsPage read retry", () => {
async () => {
let isFailing = false;
let requests = 0;
let imports = 0;
server.use(
http.post("*/api/v1/tbank-sync", () => {
imports += 1;
return HttpResponse.json({}, { status: 202 });
}),
http.get("*/api/v1/brokerage-accounts/:accountId/events", () => {
requests += 1;
@@ -111,6 +120,7 @@ describe("AccountEventsPage read retry", () => {
);
const { queryClient } = renderEvents();
await screen.findByText("Купон · Synthetic coupon");
expect(screen.getByText(/Прогноз от .* на 14\.08\.2026 – 13\.09\.2026/)).toBeVisible();
expect(screen.queryByRole("button", { name: "Повторить" }))
.not.toBeInTheDocument();
@@ -127,6 +137,7 @@ describe("AccountEventsPage read retry", () => {
expect(screen.getByText("Не удалось обновить данные")).toBeInTheDocument();
expect(screen.getByText("Купон · Synthetic coupon")).toBeInTheDocument();
expect(screen.getByText(/Прогноз от .* на 14\.08\.2026 – 13\.09\.2026/)).toBeVisible();
expect(requests).toBe(4);
isFailing = false;
@@ -136,6 +147,7 @@ describe("AccountEventsPage read retry", () => {
expect(screen.queryByText("Не удалось обновить данные"))
.not.toBeInTheDocument());
expect(requests).toBe(5);
expect(imports).toBe(0);
},
);
@@ -47,6 +47,7 @@ describe("AccountEventsPage", () => {
accountId: "account",
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
},
isError: false,
isLoading: false,
@@ -136,6 +137,7 @@ describe("AccountEventsPage", () => {
type: "offer",
},
],
window: { from: "2026-08-14", to: "2026-09-13" },
},
isError: false,
isLoading: false,
@@ -172,7 +174,7 @@ describe("AccountEventsPage", () => {
it("renders empty and error states with retry", async () => {
const { rerender } = renderPage();
expect(
screen.getByText("За выбранный период событий не найдено"),
screen.getByText("На выбранный период предстоящих событий не найдено"),
).toBeInTheDocument();
query.mockReturnValue({
data: undefined,
@@ -237,7 +239,7 @@ describe("AccountEventsPage", () => {
"true",
);
expect(
screen.queryByText("За выбранный период событий не найдено"),
screen.queryByText("На выбранный период предстоящих событий не найдено"),
).not.toBeInTheDocument();
});
@@ -276,6 +278,7 @@ describe("AccountEventsPage", () => {
accountId: "all",
calculatedAt: "2026-08-14T00:00:00Z",
events: [...events],
window: { from: "2026-08-14", to: "2026-09-13" },
},
isError: false,
isLoading: false,
@@ -18,6 +18,7 @@ import {
type AccountEventsPageViewModel
= | {
allAccounts: boolean;
calculatedAt: string;
canApply: boolean;
draftPeriod: [null | string, null | string];
events: BrokerageEvent[];
@@ -31,6 +32,7 @@ type AccountEventsPageViewModel
source?: InvestmentResourceMeta;
state: "loaded";
totalVisible: boolean;
window: { from: string; to: string };
}
| {
onReset: () => void;
@@ -110,6 +112,7 @@ function useAccountEventsPageVm(): AccountEventsPageViewModel {
return {
allAccounts: accountId === "all",
calculatedAt: events.data.calculatedAt,
canApply:
(draftFrom !== appliedFrom || draftTo !== appliedTo)
&& isValidPeriod(draftFrom, draftTo),
@@ -133,6 +136,7 @@ function useAccountEventsPageVm(): AccountEventsPageViewModel {
source: events.meta,
state: "loaded",
totalVisible: events.meta?.completeness === "complete",
window: events.data.window,
};
}
@@ -17,7 +17,7 @@ import {
brokerageEventGroupKey,
brokerageEventKey,
} from "@/entities/brokerage-event";
import { groupItems } from "@/shared/lib";
import { formatDate, formatSnapshotTime, groupItems } from "@/shared/lib";
import { ReadRetry, SourceSyncStatus } from "@/shared/ui";
import type { AccountEventsPageViewModel } from "../AccountEventsPage.vm";
@@ -89,6 +89,14 @@ const AccountEventsPageLoaded: FC<AccountEventsPageLoadedProps> = (props) => {
<Text c="dimmed">{t("events.hint")}</Text>
<Text c="dimmed" size="sm">
{t("events.forecastWindow", {
date: formatSnapshotTime(props.calculatedAt),
from: formatDate(props.window.from),
to: formatDate(props.window.to),
})}
</Text>
<Group align="end">
<DatePickerInput
allowSingleDateInRange
@@ -785,7 +785,7 @@ describe("income period and snapshot boundary", () => {
expect(screen.queryByText("USD")).not.toBeInTheDocument();
const cards = screen.getAllByRole("listitem");
expect(cards).toHaveLength(3);
expect(cards[0]).toHaveTextContent("+10 USD");
expect(cards[0]).toHaveTextContent("+10 $");
expect(cards[1]).toHaveTextContent("−2 ₽");
expect(cards[2]).toHaveTextContent("−3 ₽");
expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
@@ -817,11 +817,11 @@ describe("income period and snapshot boundary", () => {
);
renderPage(undefined, "all");
expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
expect(await screen.findByText("Выплата купонов BOND")).toBeInTheDocument();
expect(screen.getByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Купон · BOND, Исполнено/,
name: /Выплата купонов BOND, Исполнено/,
}));
expect(accounts.getByText("Брокерский")).toBeInTheDocument();
@@ -856,7 +856,7 @@ describe("income period and snapshot boundary", () => {
expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
const accounts = within(screen.getByRole("list", {
name: /Купон · BOND/,
name: /Выплата купонов BOND/,
}));
expect(accounts.getAllByRole("listitem")).toHaveLength(2);
@@ -889,7 +889,7 @@ describe("income period and snapshot boundary", () => {
);
const view = renderPage(undefined, "all");
await screen.findByText("Купон · BOND");
await screen.findByText("Выплата купонов BOND");
expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
view.unmount();
@@ -440,7 +440,7 @@ describe("AccountOperationsPage", () => {
renderPage();
expect(
await screen.findByRole("heading", { name: "Журнал операций" }),
await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument();
expect(
screen.queryByRole("link", { name: "К счету" }),
@@ -482,7 +482,7 @@ describe("AccountOperationsPage", () => {
renderPage();
expect(
await screen.findByRole("heading", { name: "Журнал операций" }),
await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument();
await waitFor(() => expect(searches.length).toBeGreaterThan(0));
const countBefore = searches.length;
@@ -521,7 +521,7 @@ describe("AccountOperationsPage", () => {
renderPage();
expect(
await screen.findByRole("heading", { name: "Журнал операций" }),
await screen.findByRole("heading", { name: "История операций" }),
).toBeInTheDocument();
fireEvent.click(screen.getByRole("combobox", { name: "Категории" }));
fireEvent.click(await screen.findByText("Налог"));
@@ -579,7 +579,7 @@ describe("AccountOperationsPage", () => {
);
renderPage();
expect(
await screen.findByText("Не удалось загрузить журнал", undefined, {
await screen.findByText("Не удалось загрузить историю операций", undefined, {
timeout: RETRIES_EXHAUSTED_MS,
}),
).toBeInTheDocument();
@@ -787,10 +787,10 @@ describe("all-account operation groups", () => {
fireEvent.click(screen.getByRole("button", { name: "Далее" }));
const accounts = await screen.findByRole("list", {
name: /Купон · BOND, Исполнено/,
name: /Выплата купонов BOND, Исполнено/,
});
expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
expect(screen.getByText("Выплата купонов BOND")).toBeInTheDocument();
expect(screen.getByText("+200 ₽")).toBeInTheDocument();
expect(within(accounts).getAllByRole("listitem")).toHaveLength(2);
+22 -4
View File
@@ -23,7 +23,7 @@ function sections(positions: Portfolio["positions"]) {
}
describe("account position sections", () => {
it("excludes currency instruments only from display, preserving order and share denominators", () => {
it("excludes currency mirrors from display and share denominators", () => {
const otherTypes = [
"OPTION",
"OTHER",
@@ -73,12 +73,30 @@ describe("account position sections", () => {
"FIGI-FUND",
...otherTypes.map(type => `FIGI-${type}-NEXT`),
]);
expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("40 %");
expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("20 %");
expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("20 %");
expect(sections[0]?.groups[0]?.positions[0].shareText).toBe("50 %");
expect(sections[1]?.groups[0]?.positions[0].shareText).toBe("25 %");
expect(sections[2]?.groups[1]?.positions[0].shareText).toBe("25 %");
expect(snapshot).toEqual(original);
});
it("keeps all-account positions from both accounts without counting mirrored cash", () => {
const result = sections([
makePosition({ account: { id: "a", name: "Основной" }, currentValue: { currency: "RUB", value: "100" } }),
makePosition({ account: { id: "a", name: "Основной" }, currentValue: { currency: "RUB", value: "50" }, type: "CURRENCY" }),
makePosition({ account: { id: "b", name: "ИИС" }, currentValue: { currency: "RUB", value: "100" } }),
]);
const visible = result.flatMap(section =>
section.groups.flatMap(group => group.positions));
expect(visible)
.toEqual(expect.arrayContaining([
expect.objectContaining({ account: { id: "a", name: "Основной" }, shareText: "50 %" }),
expect.objectContaining({ account: { id: "b", name: "ИИС" }, shareText: "50 %" }),
]));
expect(visible).toHaveLength(2);
});
it("prepares grouped position sections with derived display data", () => {
expect(
toAccountPagePositionSections(portfolio).map(({ groups, kind }) => ({
+1 -1
View File
@@ -152,7 +152,7 @@ function toAccountPagePositionSections(
const denominators = new Map<string, number>();
for (const position of portfolio.positions) {
if (!position.currentValue) continue;
if (position.type === "CURRENCY" || !position.currentValue) continue;
const currency = position.currentValue.currency;
denominators.set(
currency,
@@ -850,9 +850,9 @@ describe("AccountPage states", () => {
expect(
screen.getByRole("heading", { name: "Портфель пока пуст" }),
).toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть журнал" }))
expect(screen.getByRole("link", { name: "Открыть историю операций" }))
.toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть будущие события" }))
expect(screen.getByRole("link", { name: "Открыть предстоящие события" }))
.toBeInTheDocument();
expect(screen.getByRole("link", { name: "Открыть пассивный доход" }))
.toBeInTheDocument();
@@ -893,10 +893,10 @@ describe("AccountPage states", () => {
}),
).toBeVisible();
expect(
screen.getByRole("status", { name: "Загрузка будущих событий" }),
screen.getByRole("status", { name: "Загрузка предстоящих событий" }),
).toBeVisible();
expect(
screen.queryByText("На ближайшие 30 дней событий не найдено."),
screen.queryByText("На ближайшие 30 дней предстоящих событий не найдено."),
).not.toBeInTheDocument();
expect(screen.getByText("Загрузка дохода текущего месяца")).toBeVisible();
expect(screen.queryByText("Нет текущих сумм")).not.toBeInTheDocument();
@@ -1076,7 +1076,7 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
fireEvent.click(screen.getByRole("tab", { name: "История операций" }));
expect(
screen.getByText("Пока недоступно"),
).toBeInTheDocument();
@@ -1115,7 +1115,7 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
fireEvent.click(screen.getByRole("tab", { name: "История операций" }));
expect(screen.getByText("Сделка")).toBeInTheDocument();
expect(screen.getByText("−12 ₽")).toBeInTheDocument();
});
@@ -1169,8 +1169,8 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "События" }));
const section = screen.getByRole("tabpanel", { name: "События" });
fireEvent.click(screen.getByRole("tab", { name: "Предстоящие события" }));
const section = screen.getByRole("tabpanel", { name: "Предстоящие события" });
const content = within(section);
const text = section.textContent ?? "";
@@ -1191,7 +1191,7 @@ describe("AccountPage states", () => {
expect(
content.getByText("11.09.2026 · Дата реестра · RU000A0JX0J2"),
).toBeVisible();
for (const amount of ["850,50 ₽", "0 USD", "1 000 ₽", "Сумма неизвестна"])
for (const amount of ["850,50 ₽", "0 $", "1 000 ₽", "Сумма неизвестна"])
expect(content.getByText(amount)).toBeVisible();
expect(content.getAllByText("Прогноз")).toHaveLength(4);
expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
@@ -1211,15 +1211,15 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "События" }));
fireEvent.click(screen.getByRole("tab", { name: "Предстоящие события" }));
const content = within(
screen.getByRole("tabpanel", { name: "События" }),
screen.getByRole("tabpanel", { name: "Предстоящие события" }),
);
if (state === "loading") {
const skeleton = content.getByRole("status", {
name: "Загрузка будущих событий",
name: "Загрузка предстоящих событий",
});
// eslint-disable-next-line vitest/no-conditional-expect -- The fixed table case selects the expected outcome; every case asserts its own branch.
@@ -1230,7 +1230,7 @@ describe("AccountPage states", () => {
else {
// eslint-disable-next-line vitest/no-conditional-expect -- The table case deterministically selects the empty state.
expect(
content.getByText("На ближайшие 30 дней событий не найдено."),
content.getByText("На ближайшие 30 дней предстоящих событий не найдено."),
).toBeVisible();
}
@@ -1251,7 +1251,7 @@ describe("AccountPage states", () => {
/>,
);
fireEvent.click(screen.getByRole("tab", { name: "События" }));
fireEvent.click(screen.getByRole("tab", { name: "Предстоящие события" }));
expect(
screen.getByText("Данные появятся здесь, когда чтение восстановится."),
).toBeInTheDocument();
@@ -1522,8 +1522,8 @@ describe("AccountPage states", () => {
.toBeVisible();
expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
expect(screen.getByText("Последних событий пока нет.")).toBeVisible();
fireEvent.click(screen.getByRole("tab", { name: "История операций" }));
expect(screen.getByText("Последних операций пока нет.")).toBeVisible();
});
it("links operation, event and income previews to their detail pages", () => {
@@ -1538,8 +1538,8 @@ describe("AccountPage states", () => {
);
for (const [tab, href] of [
["Операции", "/accounts/account-1/operations"],
["События", "/accounts/account-1/events"],
["История операций", "/accounts/account-1/operations"],
["Предстоящие события", "/accounts/account-1/events"],
["Доход", "/accounts/account-1/income"],
]) {
fireEvent.click(screen.getByRole("tab", { name: tab }));
@@ -1655,7 +1655,7 @@ describe("AccountPage states", () => {
await screen.findByRole("heading", { level: 1, name: "Все счета" });
const operationGroup = screen.getByRole("list", {
name: /Купон · BOND, Исполнено/,
name: /Выплата купонов BOND, Исполнено/,
});
expect(screen.getByText("+500 ₽")).toBeInTheDocument();
@@ -60,7 +60,7 @@ describe("portfolio structure", () => {
screen.getByRole("combobox", { name: "Валюта структуры портфеля" }),
);
fireEvent.click(screen.getByRole("option", { name: "USD" }));
expect(screen.getByRole("list")).toHaveTextContent("60 USD");
expect(screen.getByRole("list")).toHaveTextContent("60 $");
expect(screen.getByRole("list")).not.toHaveTextContent("₽");
view.rerender(ui({ currencies: [rub], unvaluedCategories: [] }));
expect(screen.getByRole("list")).toHaveTextContent("60 ₽");
@@ -110,7 +110,9 @@ describe("AccountsPage", () => {
renderPage(client);
expect(await screen.findByText("175,30 ₽")).toBeInTheDocument();
expect(screen.getAllByText("20,00 USD")).not.toHaveLength(0);
expect(screen.getAllByText("20,00 $")).not.toHaveLength(0);
expect(screen.queryByText("Ваши инвестиции по счетам"))
.not.toBeInTheDocument();
expect(screen.getByText("5 счетов")).toBeInTheDocument();
expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
expect(screen.getByText(
@@ -0,0 +1,21 @@
.summary {
min-width: 0;
padding-bottom: var(--mantine-spacing-lg);
border-bottom: 1px solid var(--wl-color-border);
}
.primaryTotal {
font-size: clamp(1.75rem, 4vw, 2.25rem);
font-variant-numeric: tabular-nums;
line-height: 1.2;
overflow-wrap: anywhere;
}
.otherTotal {
font-variant-numeric: tabular-nums;
overflow-wrap: anywhere;
}
.meta {
padding-top: var(--mantine-spacing-xs);
}
@@ -1,6 +1,6 @@
import type { FC } from "react";
import { Button, SimpleGrid, Stack, Text, Title } from "@mantine/core";
import { Button, Group, Stack, Text, Title } from "@mantine/core";
import { useTranslation } from "react-i18next";
import { Link } from "react-router";
@@ -13,6 +13,8 @@ import {
import { formatMoney } from "@/shared/lib";
import { ReadRetry, type ReadRetryProps, SourceSyncStatus } from "@/shared/ui";
import classes from "./AccountsPageLoaded.module.css";
const DECIMAL_BASE = 10n;
const DECIMAL_PART_COUNT = 2;
const ZERO = 0n;
@@ -87,52 +89,55 @@ function sumDecimals(values: string[]) {
const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
const { t } = useTranslation();
const { excludedCount, totals } = accountTotals(props.accounts);
const primaryTotal = totals.find(total => total.currency === "RUB") ?? totals[0];
const otherTotals = totals.filter(total => total !== primaryTotal);
return (
<Stack gap="lg">
<Stack gap={4}>
<Title order={1}>{t("accounts.title")}</Title>
<Title order={1}>{t("accounts.title")}</Title>
<Stack className={classes.summary} gap="xs">
<Text c="dimmed" size="sm">
{t("accounts.subtitle")}
{t("accounts.currentValue")}
</Text>
</Stack>
<Stack gap="xs">
<SimpleGrid cols={{ base: 1, xs: 2 }} spacing="xs">
<Stack gap={4}>
<Text c="dimmed" size="sm">
{t("accounts.currentValue")}
</Text>
{totals.length > 0
? totals.map(total => (
<Text fw={700} key={total.currency} size="lg">
{formatMoney(total, { withRoundedCents: true })}
</Text>
))
: <Text c="dimmed">{t("accounts.summaryNoTotals")}</Text>}
</Stack>
<Stack gap={4}>
<Text fw={600}>{t("accounts.count", {
count: props.accounts.length,
})}
</Text>
{excludedCount > 0 && (
<Text c="dimmed" size="sm">
{t("accounts.summaryExcluded", { count: excludedCount })}
{primaryTotal
? (
<Text className={classes.primaryTotal} fw={700}>
{formatMoney(primaryTotal, { withRoundedCents: true })}
</Text>
)
: (
<Text c="dimmed">{t("accounts.summaryNoTotals")}</Text>
)}
</Stack>
</SimpleGrid>
<SourceSyncStatus
lastAttempt={props.meta.lastAttempt}
lastSuccessfulAt={props.meta.lastSuccessfulAt}
stale={props.meta.freshness === "stale"}
/>
{otherTotals.length > 0 && (
<Group gap="md" wrap="wrap">
{otherTotals.map(total => (
<Text className={classes.otherTotal} key={total.currency}>
{formatMoney(total, { withRoundedCents: true })}
</Text>
))}
</Group>
)}
<Group className={classes.meta} gap="xs" wrap="wrap">
<Text c="dimmed" size="xs">
{t("accounts.count", { count: props.accounts.length })}
</Text>
<SourceSyncStatus
lastAttempt={props.meta.lastAttempt}
lastSuccessfulAt={props.meta.lastSuccessfulAt}
stale={props.meta.freshness === "stale"}
/>
</Group>
{excludedCount > 0 && (
<Text c="dimmed" size="sm">
{t("accounts.summaryExcluded", { count: excludedCount })}
</Text>
)}
{!!props.readRetry && <ReadRetry {...props.readRetry} />}
</Stack>
+1 -1
View File
@@ -351,7 +351,7 @@ describe("bond page", () => {
screen.queryByRole("heading", { name: "Моя позиция" }),
).not.toBeInTheDocument();
expect(
screen.getByRole("heading", { name: "Моя история событий" }),
screen.getByRole("heading", { name: "История операций" }),
).toBeVisible();
});
it(
@@ -490,7 +490,7 @@ describe("stock page", () => {
fireEvent.click(screen.getByRole("button", { name: "Далее" }));
controls.recoverOperations();
expect(screen.queryByRole("button", { name: "Повторить" })).not.toBeInTheDocument();
expect(screen.getByRole("heading", { name: "Моя история событий" })).toBeVisible();
expect(screen.getByRole("heading", { name: "История операций" })).toBeVisible();
},
);
it("keeps the last quote without manual refresh", async () => {
+27 -26
View File
@@ -51,7 +51,6 @@ const ru = {
incomplete: "{{category}}: доля неизвестна",
label: "Структура в {{currency}}: {{value}}",
},
subtitle: "Ваши инвестиции по счетам",
summaryEmpty: "Нет текущих сумм",
summaryExcluded_few:
"Ещё {{count}} счёта не включены: нет актуального портфеля",
@@ -275,7 +274,7 @@ const ru = {
COUPON_TYPE_VARIABLE: "Переменный",
},
couponWindow:
"Календарь выпуска с {{from}} по {{to}}. Личные зачисления показаны в истории событий.",
"Календарь выпуска с {{from}} по {{to}}. Полученные выплаты показаны в истории операций.",
couponYield: "Текущая купонная доходность, годовых",
couponYieldNote:
"Купонная доходность = ближайший купон × 365 / дней в купонном периоде / цена без НКД × 100 %. Это годовая оценка при сохранении размера купона и номинала, без налогов, комиссий и реинвестирования; для плавающего или переменного купона будущий доход изменится.",
@@ -344,10 +343,10 @@ const ru = {
breadcrumbs: {
accountFallback: "Счет",
accounts: "Брокерские счета",
events: "Будущие события",
events: "Предстоящие события",
income: "Пассивный доход",
label: "Хлебные крошки",
operations: "Операции",
operations: "История операций",
settings: "Настройки",
},
entryGroup: {
@@ -357,19 +356,20 @@ const ru = {
dateKind: { event: "Дата события", registry: "Дата реестра" },
emptyText:
"Доступные источники не сообщили о купонах, дивидендах, погашениях или офертах в этом периоде.",
emptyTitle: "За выбранный период событий не найдено",
errorText: "Попробуйте запросить прогноз еще раз.",
errorTitle: "Не удалось загрузить будущие события",
emptyTitle: "На выбранный период предстоящих событий не найдено",
errorText: "Попробуйте загрузить предстоящие события ещё раз.",
errorTitle: "Не удалось загрузить предстоящие события",
forecastWindow: "Прогноз от {{date}} на {{from}} – {{to}}",
hint: "Прогноз рассчитан по текущей позиции до налогов. Покрытие зависит от доступных данных MOEX.",
noAmount: "Сумма неизвестна",
open: "Открыть будущие события",
open: "Открыть предстоящие события",
projectedAmount: "Ожидаемая сумма",
recentEmpty: "На ближайшие 30 дней событий не найдено.",
recentError: "Не удалось загрузить будущие события.",
recentLoading: "Загрузка будущих событий",
recentTitle: "Будущие события",
recentEmpty: "На ближайшие 30 дней предстоящих событий не найдено.",
recentError: "Не удалось загрузить предстоящие события.",
recentLoading: "Загрузка предстоящих событий",
recentTitle: "Предстоящие события",
retry: "Повторить",
title: "Будущие события",
title: "Предстоящие события",
type: {
coupon: "Купон",
dividend: "Дивиденд",
@@ -443,6 +443,7 @@ const ru = {
transfer: "Перевод",
},
clearPeriod: "Очистить период",
couponPayment: "Выплата купонов {{instrument}}",
emptyText: "Измените период или фильтры.",
emptyTitle: "Операций нет",
entryLabel: {
@@ -451,14 +452,14 @@ const ru = {
dividend: "Дивиденд",
},
},
errorText: "Попробуйте запросить операции еще раз.",
errorTitle: "Не удалось загрузить журнал",
errorText: "Попробуйте загрузить историю операций ещё раз.",
errorTitle: "Не удалось загрузить историю операций",
from: "С",
next: "Далее",
noInstrument: "Без инструмента",
noMoney: "Без движения денег",
occurredAt: "Исполнено {{date}}",
open: "Открыть журнал",
open: "Открыть историю операций",
operationType: {
buy: "Покупка",
coupon: "Купон",
@@ -475,13 +476,13 @@ const ru = {
previous: "Назад",
price: "Цена: {{value}}",
quantity: "{{value}} шт.",
recentEmpty: "Последних событий пока нет.",
recentError: "Не удалось загрузить последние события.",
recentLoading: "Загрузка последних событий",
recentTitle: "Последние события",
recentEmpty: "Последних операций пока нет.",
recentError: "Не удалось загрузить последние операции.",
recentLoading: "Загрузка последних операций",
recentTitle: "Последние операции",
reset: "Сбросить",
retry: "Повторить",
title: "Журнал операций",
title: "История операций",
to: "По",
},
navigation: {
@@ -582,9 +583,9 @@ const ru = {
},
tabs: {
cash: "Деньги",
events: "События",
events: "Предстоящие события",
income: "Доход",
operations: "Операции",
operations: "История операций",
positions: "Позиции",
},
title: "Портфель",
@@ -637,10 +638,10 @@ const ru = {
dividendNote:
"Личная сумма — оценка по текущему количеству, не гарантия выплаты. Налоги не сопоставлены; дата выплаты компании может отличаться от дня зачисления на ваш счёт.",
dividendWindow:
"События компании с {{from}} по {{to}}. Личные зачисления показаны отдельно в истории событий.",
"События компании с {{from}} по {{to}}. Полученные выплаты показаны отдельно в истории операций.",
estimateUnavailable:
"Данные позиции не удалось обновить. Личная оценка недоступна или рассчитана по сохранённой позиции.",
eventFilter: "Фильтр событий",
eventFilter: "Фильтр операций",
eventPrice: "Цена: {{value}}",
eventQuantity: "{{value}} шт.",
exchanges: {
@@ -656,7 +657,7 @@ const ru = {
trades: "Сделки",
},
forming: "Формируется",
history: "Моя история событий",
history: "История операций",
historyNote:
"Операции по этой акции на доступных открытых счетах, включая периоды до текущего года. Дата сделки — дата операции брокера; количество — исполненная часть. История закрытых счетов не включена.",
incomplete: "Последняя свеча ещё формируется: её цена может измениться.",
+1 -1
View File
@@ -33,7 +33,7 @@ describe("shared display helpers", () => {
"-1 234 567,89 ₽",
);
expect(formatMoney({ currency: "RUB", value: "10" })).toBe("10 ₽");
expect(formatMoney({ currency: "USD", value: "0.5" })).toBe("0,5 USD");
expect(formatMoney({ currency: "USD", value: "0.5" })).toBe("0,5 $");
expect(formatMoney({ currency: "RUB", value: "0001234.50" })).toBe(
"0 001 234,50 ₽",
);
+4 -1
View File
@@ -86,7 +86,10 @@ function formatMoney(
? `${integerPart}.${normalizedFraction}`
: integerPart;
const currency = money.currency === "RUB" ? "₽" : money.currency;
let currency = money.currency;
if (currency === "RUB") currency = "₽";
else if (currency === "USD") currency = "$";
const formatted = `${formatDecimal(decimal)} ${currency}`;
if (!withSign) return formatted;
@@ -4,6 +4,40 @@
background: var(--wl-color-subtle);
}
.flat {
background: var(--wl-color-surface);
}
.flat > :first-child {
border: 0;
background: transparent;
}
.flat .accounts {
padding-bottom: var(--mantine-spacing-md);
}
.flat .accountRow {
padding-block: var(--mantine-spacing-md);
}
.flat .accountRow:last-child {
padding-bottom: 0;
}
.flat .accountRow > :first-child {
min-width: 0;
overflow-wrap: anywhere;
}
.positive {
color: var(--wl-color-positive);
}
.negative {
color: var(--wl-color-negative);
}
.accounts {
padding: 0 var(--mantine-spacing-md) var(--mantine-spacing-sm);
list-style: none;
@@ -38,4 +72,12 @@
.accountRow {
align-items: flex-start;
}
.flat .accountRow {
flex-wrap: wrap;
}
.flat .accountValue {
white-space: normal;
}
}
+23 -14
View File
@@ -9,11 +9,15 @@ import classes from "./EntryGroup.module.css";
type AccountRowProps = {
accountName: string;
tone?: "negative"
| "neutral"
| "positive";
value: string;
valueLabel: string;
};
type EntryGroupProps = PropsWithChildren<{
flat?: boolean;
header: ReactNode;
label: string;
}>;
@@ -25,13 +29,14 @@ type EntryGroupTotalProps = {
const AccountRow: FC<AccountRowProps> = (props) => {
const accessibleName = `${props.accountName}, ${props.value}`;
const valueClass = props.tone ? classes[props.tone] : undefined;
return (
<li aria-label={accessibleName} className={classes.accountRow}>
<Text>{props.accountName}</Text>
<Stack className={classes.accountValue} gap={2}>
<Text fw={700}>{props.value}</Text>
<Text className={valueClass} fw={700}>{props.value}</Text>
<Text c="dimmed" size="xs">{props.valueLabel}</Text>
</Stack>
@@ -53,20 +58,24 @@ const AccountCardRow: FC<AccountRowProps> = props => (
</li>
);
const EntryGroup: FC<EntryGroupProps> = props => (
<Paper className={classes.group} component="li" withBorder>
{props.header}
const EntryGroup: FC<EntryGroupProps> = (props) => {
const groupClass = props.flat ? `${classes.group} ${classes.flat}` : classes.group;
<Stack
aria-label={props.label}
className={classes.accounts}
component="ul"
gap={0}
>
{props.children}
</Stack>
</Paper>
);
return (
<Paper className={groupClass} component="li" withBorder>
{props.header}
<Stack
aria-label={props.label}
className={classes.accounts}
component="ul"
gap={0}
>
{props.children}
</Stack>
</Paper>
);
};
const EntryGroupTotal: FC<EntryGroupTotalProps> = (props) => {
const { t } = useTranslation();
+1
View File
@@ -66,6 +66,7 @@ const handlers = [
accountId: "account-1",
calculatedAt: "2026-08-14T00:00:00Z",
events: [],
window: { from: "2026-08-14", to: "2026-09-13" },
}),
),
),